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  • James Jones-Tinsley: Guided Retirement Duty could be game changer

    During May, the Pensions Policy Institute (PPI), sponsored by The Pensions Regulator (TPR), concluded that defined contribution (DC) pension savers – including those in SIPPs, as well as in Workplace Pensions - require more guidance when choosing suitable retirement products.

  • Lisa Webster: Overcomplicated rules are a threat

    It may be more than a year since the Lifetime Allowance was formally abolished but issues are still emerging from the mess made by rushed legislation.

  • Lisa Webster: To gift or not to gift?

    Since the announcement that pensions are to be included in estates for inheritance tax (IHT) purposes the question of whether those with large pension pots should be giving some funds away has become increasingly common.

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Around 4m savers under the age of 40 could be losing out on investment returns because they think a medium risk pension will produce the strongest returns for their pension.

Average earnings data published this morning by the Office for National Statistics (ONS) has highlighted the difficult decision faced by the Chancellor this autumn when deciding on State Pension rates for April 2022.

More than 9 in 10 IFAs are willing to accept that ESG-focused funds and investments may produce lower returns than non-ESG funds - but believe this is an acceptable downside risk, a new study has revealed.

Investment platform and SIPP provider AJ Bell has changed the terms on its Managed Portfolio Service funds to reduce risks and costs for advisers.

STM Group, the international financial services provider which owns Carey Pensions (now known as Options), is to make its chief operating officer Peter Marr redundant in the second half of the year as it downsizes its executive team.

A director of a Nottingham-based call centre has been banned from running a business for 8 years due to running an unregistered pension scheme.

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